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Create Shifts in Bulk from a Capacity Plan
In Workforce Management, you can add shifts that your short-term capacity plan predicts as necessary. You can schedule shifts quickly and accurately when you create them directly from your plan. No more cloning shifts one-by-one and tracking how many you still need.
Required Editions
| View supported editions. |
User Permissions Needed
| To create shifts from a capacity plan in Workforce Management: | Workforce Engagement Planner |
You can create shifts from capacity plans only in Workforce Management. Shift Scheduling doesn't include capacity planning.
When you create a capacity plan, we analyze your forecast and develop a plan based on the shift templates that you defined. We update plan status when our calculations are completed. On a short-term capacity plan, you can click Create Shifts to add the remaining shifts that you need directly from the plan.
When you click Create Shifts on a short-term plan, we consider existing shifts and shift templates and only create the shift deficit: the Required - Available shifts. For example, if 100 shifts are required and 10 shifts exist for the same service territory, job profile, and date range, the process creates 90 shifts.
Make sure that your shift templates meet these requirements.
- Shift templates must have a duration of at least 1 hour.
- Start and end times must start and end on a quarter hour. For example, 10:00, 10:15, 10:30, and 10:45 are valid times.
- If you change shift templates after a plan is created, Workforce Management can't create shifts from it. Specifically, if a template's start time, end time, or job profile changes, you can't create shifts.
- From the App Launcher, open Capacity Plans.
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To open a plan, click its name.
After we complete shift calculations on a short-term plan, Create Shifts appears on the capacity plan record home. The button remains visible depending on the shift creation process and plan status.
Process Status Shift Creation Status Create Shifts Visible? User Action Ready Ready Yes Users can create shifts for the capacity plan. Running In Progress No Users can wait until the process state and shift creation status change. To get the latest state and status, refresh the page. Failed Failed Yes Users can retry by clicking Create Shifts again. Check that the shift template is still active, and that its start and end times and associated job profile didn't change after the plan was created. Revert any changes and try creating shifts again. If you can't revert the changes, create another plan and create shifts from it. Finished Successfully Completed No The selected plan already has shifts. - To create shifts based on your short-term capacity plan, click Create Shifts.
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Click Create to confirm.
Shift creation status changes from Ready to In Progress and Create Shifts disappears.
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If the shift creation process fails, creation status changes to Failed and Create
Shifts reappears. You can try again to create shifts.
Note It can take some time for shift creation to finish. Refresh the page periodically for an updated status.When the process finishes successfully, shift creation status changes to Completed. Create Shifts disappears because all required shifts for the plan have been created.
After you create shifts from your short-term plan, you can assign or view them from the Shift Manager scheduler view.
